Mergers and Acquisitions

353 topics in this forum

1. Protection of optional forms of benefits; rights and features

   By Mel_1999, October 3
   • 2 replies
   • 206 views
   • 
   • Luke Bailey
   • October 4

2. Merger- Approval Request for Change in Funding Method

   By mefrancis1729, October 3   

   • merger
   • funding method
   • 0 replies
   • 101 views
   • 
   • mefrancis1729
   • October 3

3. Employer Contribution after Merger

   By Rai401k, September 28
   • 0 replies
   • 70 views
   • 
   • Rai401k
   • September 28

4. Merging VS Plan into a MEP mid-year

   By jgoodwin, August 13   

   • merge
   • mep
   • (and 1 more)

     Tagged with:

     • merge
     • mep
     • single plan sponsor
   • 6 replies
   • 302 views
   • 
   • Mike Preston
   • August 14

5. Effect of Plan Merger on Beneficiary Designations

   By Tot, August 8
   • 4 replies
   • 274 views
   • 
   • Luke Bailey
   • August 9

6. Merging 401k plans with no acquisition or sale

   By jkharvey, July 24
   • 2 replies
   • 325 views
   • 
   • Luke Bailey
   • July 24

7. Merger and Top Heavy

   By roundlou, May 2
   • 3 replies
   • 259 views
   • 
   • Luke Bailey
   • May 23

8. Merging SH Plan with Non SH Plan

   By TPA Bob, February 20   

   • merger
   • safe harbor plan
   • 4 replies
   • 395 views
   • 
   • TPA Bob
   • February 23

9. Asset Purchase vs. practice sale

   By mjf06241972, February 18   

   • asset purchase practice sale
   • 1 reply
   • 270 views
   • 
   • EBECatty
   • February 18

10. Pre-acquisition Service

    By BTG, January 10
    • 2 replies
    • 407 views
    • 
    • Eric Taylor
    • February 12

11. M&A Stock Transaction - Termination of Target Plan

    By ErisaGooroo, January 19
    • 3 replies
    • 912 views
    • 
    • Luke Bailey
    • January 22

12. Merger of top-heavy and non top-heavy plan

    By John Feldt ERPA CPC QPA, December 13, 2017   

    • 1.416-1 q&a t-32
    • 2 replies
    • 326 views
    • 
    • Luke Bailey
    • December 14, 2017

13. Vesting Schedules for Merged Plans

    By leesuh12, November 20, 2017
    • 4 replies
    • 622 views
    • 
    • Luke Bailey
    • November 22, 2017

14. Stock transaction (sale?)

    By Scuba 401, November 14, 2017
    • 14 replies
    • 638 views
    • 
    • Mike Preston
    • November 16, 2017

15. Physician Splits into Two Groups, 401(k) Plan

    By TPA Bob, November 1, 2017   

    • spin off
    • 5 replies
    • 367 views
    • 
    • TPA Bob
    • November 3, 2017

16. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 1 reply
    • 689 views
    • 
    • david rigby
    • July 17, 2017

17. Merger with SIMPLE and 401(k) plans

    By K2retire, May 3, 2013
    • 4 replies
    • 2,154 views
    • 
    • Belgarath
    • June 28, 2017

18. SH plan merging into non-SH plan mid-year

    By Belgarath, June 26, 2017
    • 6 replies
    • 773 views
    • 
    • Belgarath
    • June 27, 2017

19. Plan Merger Following Acquisition and Service Credit

    By ERISA Biker, May 19, 2017
    • 4 replies
    • 810 views
    • 
    • Brian4
    • May 24, 2017

20. ASG?

    By K2, May 4, 2017
    • 3 replies
    • 505 views
    • 
    • shERPA
    • May 4, 2017

21. Can a SIMPLE IRA be merged into a 401(k)

    By Vlad401k, March 2, 2017
    • 5 replies
    • 1,114 views
    • 
    • Vlad401k
    • March 6, 2017

22. Successor Plan Sources

    By Vlad401k, February 7, 2017
    • 3 replies
    • 558 views
    • 
    • Vlad401k
    • February 17, 2017

23. Dealing with Entry Dates when Crediting Prior Service

    By 401 Chaos, December 2, 2016
    • 3 replies
    • 930 views
    • 
    • Mike Preston
    • December 2, 2016

24. Merging Plans on two different vesting schedules

    By Alex Daisy, October 14, 2016
    • 1 reply
    • 722 views
    • 
    • Alex Daisy
    • October 14, 2016

25. Terminating Seller Welfare Plans Immediately Prior to a Stock Deal

    By 401 Chaos, October 4, 2016
    • 0 replies
    • 548 views
    • 
    • 401 Chaos
    • October 4, 2016